Your Financial Security is Our Business

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

The Bloomfield Hills Financial Concept

When it comes to financial management, no individual or organization wants to feel forced into a packaged product or solution. Investment decisions vital to your economic security are far too important to be overlooked or left to a machine. You want to work with an investment professional whose primary responsibility is to you, the individual investor.

You need an individual who will take the time to understand your total financial picture, what goals you have, and where you want to be in five, ten, or even twenty-five years. You don’t want to be sold something – you want an investment partner who will help craft the right strategy for you to pursue your financial goals.

Bloomfield Hills Financial is a wealth management firm that provides primary financial care to our clients, their businesses and their loved ones. We believe success in investing is a direct result of prudent, objective planning, discipline, and honesty.

We are an independently owned and managed company, providing investment guidance and excellent customer service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.